+77.6%
NOC vs LCID
-96.8%
+174.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -11.3% | +11.0% | -0.3% |
| 7D | +4.5% | +9.2% | -4.7% | +4.5% |
| 30D | +14.1% | -3.0% | +17.1% | +14.1% |
| 3M | -4.5% | -50.2% | +45.8% | -4.3% |
| 6M | -0.8% | -45.8% | +45.1% | -0.7% |
| YTD | -2.5% | -69.2% | +66.7% | -2.3% |
| 1Y | -0.1% | -80.4% | +80.3% | +0.1% |
| 3Y | +24.6% | -91.4% | +116.0% | +24.8% |
| 5Y | +65.6% | -99.3% | +164.9% | +62.7% |
| All | +77.6% | -96.8% | +174.4% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling